Fund HoldingsRFP Financial Group LLC

Total Portfolio Value
$270.15M
Total Bought
$31.79M
Total Sold
$24.66M
Net Transaction
+$7.13M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD MEGA CAP GROWTH INDEX FUND63417,212+16,5781825,4172.01%+5,235
CAPITAL GRP FIXED INCM ETF TR US MULTI-SECTOR
US MULTI-SECTOR
0191,358+191,35805,1531.91%+5,153
INVESCO EXCH TRADED FD TR II SHORT TERM TREAS
SHORT TERM ETF
028,877+28,87703,0461.13%+3,046
APPLE INC(AAPL)083,401+83,401017,5746.51%+17,574
ISHARES CORE S&P 500 ETF32,68135,298+2,61717,18119,3167.15%+2,135
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF019,822+19,82201,9840.73%+1,984
VANGUARD 500 INDEX ADMIRAL02,566+2,56601,2930.48%+1,293
SCHWAB US TREASURY MONEY ULTRA01,111,166+1,111,16601,1110.41%+1,111
ISHARES NATIONAL MUNI BOND ETF64,32873,130+8,8026,9227,7922.88%+870
ISHARES TR BLACKROCK ULTRA
ULTRA SHORT DUR
64,42477,775+13,3513,2573,9301.45%+673
BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY(BTI)021,370+21,37006610.24%+661
CAPITAL GRP FIXED INCM ETF TR MUNICIPAL INCOME
MUN INM ETF
017,754+17,75404770.18%+477
VANGUARD EQUITY-INCOME ADM05,348+5,34804760.18%+476
ALPHABET INC CAP STK CL C(GOOG)14,33414,222-1122,1832,6080.97%+426
FIMM TREASURY ONLY PORTFOLIO MONEY MARKET INSTL CL M/M0572,721+572,72105730.21%+573
ISHARES TR CORE MSCI
CORE MSCI TOTAL
154,556160,862+6,30610,48810,8684.02%+380
VANGUARD SMALL CAP INDEX ADM02,914+2,91403050.11%+305
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL09,022+9,02202920.11%+292
WALMART INC COM(WMT)33,57033,780+2102,0212,2880.85%+266
HARBOR CAPITAL APPRECIATION INSTL02,181+2,18102550.09%+255
JPMORGAN MID CAP VALUE L06,784+6,78402530.09%+253
VANGUARD MID CAP INDEX ADMIRAL0841+84102520.09%+252
RTX CORPORATION COM USD1.00(RTX)02,487+2,48702500.09%+250
OAKMARK INTERNATIONAL INSTITUTIONAL09,666+9,66602480.09%+248
SCHWAB US AGGREGATE BONDETF05,141+5,14102340.09%+234
ISHARES CORE S&P US STOCK MARKET ETF21,97123,261+1,2902,5332,7631.02%+230
VIRTUS ZEVENBERGEN TECHNOLOGY INST02,687+2,68702230.08%+223
VANGUARD HEALTH CARE ADM02,331+2,33102160.08%+216
COSTCO WHOLESALE CORP COM USD0.01(COST)01,845+1,84501,5680.58%+1,568
ALPHABET INC CAP STK CL A(GOOG)6,6756,641-341,0081,2100.45%+202
ELI LILLY &CO COM(LLY)1,3491,362+131,0491,2330.46%+184
US Bank129,278310,510+181,2321293110.11%+181
ISHARES CORE S&P SMALL-CAP E30,35033,105+2,7553,3543,5311.31%+177
TARGET CORP(TGT)01,142+1,14201690.06%+169
SELECT STR FINANCIAL SELECT SPDR ETF
ST STR FINL ETF
03,627+3,62701490.06%+149
Raymond James Bank02,292,051+2,292,05102,2920.85%+2,292
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
S&P500 EQL UTL
9223,339+2,417521940.07%+142
JANUS HENDERSON SMALL CAP VALUE T05,699+5,69901380.05%+138
NVIDIA CORPORATION COM(NVDA)9568,073+7,1178639970.37%+134
OAKMARK INTERNATIONAL SMALL CAP INVESTOR07,021+7,02101330.05%+133
SCHWAB S&P 500 INDEX01,411+1,41101190.04%+119
ISHARES TR RUS 1000 GRW ETF04,135+4,13501,5070.56%+1,507
JPMORGAN EUROPE DYNAMIC L03,237+3,23701080.04%+108
HSBC Bank USA0109,802+109,80201100.04%+110
COCA-COLA CO(KO)78,31176,853-1,4584,7904,8931.81%+103
INVESCO QQQ TR0200+2000960.04%+96
SCHWAB MUNICIPAL BOND ETF01,685+1,6850870.03%+87
VANGUARD INDEX FDS VANGUARD STK MKT ETF10,83010,826-42,8152,8961.07%+81
SOUTHERN CO(SO)21,37220,738-6341,5331,6090.60%+75
WORLD GOLD TR SPDR GOLD MINISHARES TR NEW(GLDM)01,583+1,5830730.03%+73
WELLS FARGO CO NEW COM(WFC)01,574+1,5740930.03%+93
U.S. TREASURY BOND STRIPPED PRINCIPAL PAYMENT080,000+80,0000670.02%+67
ISHARES CORE AGGRESSIVE ALLOCATION ETF4,4155,210+7953243900.14%+65
ISHARES TR MSCI ACWI ETF24,84824,920+722,7362,8011.04%+64
TRAVELERS COMPANIES INC COM STK NPV(TRV)0283+2830580.02%+58
AMAZON.COM INC(AMZN)11,77111,285-4862,1232,1810.81%+58
MAIN SECTOR ROTATION ETF
MAIN SECTR ROTN
01,063+1,0630540.02%+54
ORACLE CORP(ORCL)2,7942,869+753514050.15%+54
SCHWAB MUNICIPAL MONEY INV053,943+53,9430540.02%+54
ISHARES CORE US AGGREGATE BOND ETF109,333110,854+1,52110,70810,7613.98%+52
UNITED PARCEL SERVICE INC CL B(UPS)0902+90201230.05%+123
EXXON MOBIL CORP COM12,11112,632+5211,4071,4540.54%+47
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10(TSM)949990+411291720.06%+43
VANGUARD HIGH DIVIDEND YIELD INDEX ADM01,110+1,1100400.01%+40
GE VERNOVA INC COM(GEV)0231+2310400.01%+40
VANGUARD DIVIDEND GROWTH FUND INV01,002+1,0020380.01%+38
BANK AMERICA CORP COM05,281+5,28102100.08%+210
VANGUARD MID CAP ETF0141+1410340.01%+34
ISHARES CORE S&P MID-CAP ETF116,592121,583+4,9917,0827,1152.63%+33
UNITEDHEALTH GROUP INC(UNH)01,566+1,56607980.30%+798
BROADCOM INC COM(AVGO)0112+11201790.07%+179
WATSCO INC(WSO)0386+38601790.07%+179
SOLVENTUM CORPORATION COM SHS(SOLV)0602+6020320.01%+32
ENERGIES SE(TTE)0475+4750320.01%+32
PHILIP MORRIS INTERNATIONAL INC COM NPV(PM)04,936+4,93605000.19%+500
VANGUARD EQUITY-INCOME INV0740+7400310.01%+31
VANGUARD WELLESLEY INCOME INV01,172+1,1720290.01%+29
QUALCOMM INC(QCOM)1,1601,127-331962240.08%+28
VANGUARD GROWTH INDEX ADMIRAL0134+1340260.01%+26
GE AEROSPACE COM NEW(GE)701937+2361231490.06%+26
IMPERIAL OIL COM NPV ISIN #CA4530384086 SEDOL #2454241(IMO)0366+3660250.01%+25
RENASANT CORP0798+7980240.01%+24
SIMON PROPERTY GROUP INC(SPG)0182+1820280.01%+28
VANGUARD DEVELOPED MARKETS INDEX ADMIRAL01,461+1,4610230.01%+23
NOVARTIS AG SPONSORED ADR(NVS)03,286+3,28603500.13%+350
FREEPORT-MCMORAN INC COM USD0.10(FCX)0589+5890290.01%+29
DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0(DUK)01,713+1,71301720.06%+172
VANECK ETF TRUST SEMICONDUCTR ETF
SEMICONDUCTR ETF
077+770200.01%+20
VANGUARD VALUE INDEX ADM0315+3150200.01%+20
PNC FINANCIAL SERVICES GROUP COM USD5(PNC)0139+1390220.01%+22
BARCLAYS PLC ADR-EACH CV INTO 4 ORD STK GBP0.25 JPM01,775+1,7750190.01%+19
MCKESSON CORP(MCK)174191+17931120.04%+18
AMERICAN TOWER CORP NEW COM(AMT)0106+1060210.01%+21
VERTEX PHARMACEUTICALS INC(VRTX)0158+1580740.03%+74
AMERICAN EXPRESS CO COM USD0.20(AXP)4,4764,47601,0191,0360.38%+17
SHELL PLC SPON ADS EA REP 2 ORD SHS(SHEL)03,108+3,10802240.08%+224
VANGUARD GLOBAL EQUITY INV0447+4470160.01%+16
THE TRADE DESK INC COM CL A(TTD)0555+5550540.02%+54
DRAFTKINGS INC NEW COM CL A(DKNG)01,602+1,6020610.02%+61
Goldman Sachs Bank USA019,849+19,8490200.01%+20
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